Macro & Economic

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

Credit indicators update

Since the initial inversion in the spread between the U.S. Treasury 2-year yield and the 10-year yield last August, we closely monitor credit conditions for an indication that a recession…

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January Macro Slide Deck

As highlighted in Flying Smart, the market has been ripe for a correction, and the escalating Iranian conflict certainly offers a potential catalyst. Unfortunately, corrections only feel natural, normal, and…

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